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Senior Financial Analyst/Senior Accountant Resume Example

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SENIOR FINANCIAL ANALYST/SENIOR ACCOUNTANT
Summary
Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.
Highlights
Strong financial management background: Prepare journal entries and balance sheet account reconciliations with supporting documents.  Monitor and maintain cash accounts, including bank reconciliations.  Prepare analyses, reconciliations and journal entries related to intercompany accounts.  Handle accounting for prepaid expenses.  Handle accounting for fixed assets.  Assist external auditors, including preparation of “prepared by client schedules.”              Extensive PC experience, SAP, Great Plains, JD Edwards, Hyperion, Oracle, Lacerte, ProSeries, QuickBooks Pro Certified.
Experience
Senior Financial Analyst/Senior Accountant 01/2010 to Current Robert Half Northbrook Hoffman Estates, IL
  • Functioning in the permanent role of a Salaried Professional specializing in short and long-term assignments in Accounting and Finance Worked with- Baker Demonstration School, Misumi USA, Leica Microsystem, ITW Plastics, and the American Bar Association Support all accounting functions for 2 legal entities (U.S.
  • and Canada), preparing month-end close, account reconciliations, journal entries, full balance sheet reconciliation process, all Audit and SOX processes (primary analyst for US GAAP questions and SOX reporting and testing), preparation of income tax work papers.
  • Collaborate with Division Finance Manager with posting of entries, and assistance in OPEX analysis for month end close Preparation of inter-company billings/payables, reconciliation, follow-up, and timely resolution of outstanding items.
  • Preparation of accrual for Travel, Marketing, vacation, payroll, phone, profit sharing, freight, and other accruals as required as per account analysts.
  • Assist in Forecast and Budget for assigned cost centers.
Small Business Specialist 01/2001 to 01/2010
  • Acquired new clients within the targeted small business market segment that involved managing relationships with business owners/decision makers in their place of business offering appropriate business and personal banking solutions.
Staff Accountant
  • Prepared and consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments, completed year end reports for annual audit, analyzed information and scenarios by developing spreadsheet reports, prepared general ledger entries by maintaining records and files; reconciled accounts, prepared payments by accruing expenses, assigning account numbers, and requesting disbursements.
  • Developed and implemented new accounting procedures by analyzing current procedures resulting in a new online billing system that improved accounts receivable turnover ratio.
  • Accounts Receivable: Posted customer payments by recording cash, checks, and credit card transactions; posted revenues by verifying and entering transactions from lock box and local deposits, updated receivables by totaling unpaid invoices.
  • Verified validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments, and customers.
  • Resolved collections by examining customer payment plans, payment history, credit line, and coordinating contact with collections department.
  • Summarized receivables by maintaining invoice accounts, coordinating monthly transfer to accounts receivable account, verifying totals, and preparing reports.
  • Trained accounts payable personnel on SAP and company processes.
  • Reconciled processed work by verifying entries and comparing system reports to balances.
  • Charged expenses to accounts and cost centers by analyzing invoice/expense reports.
  • Paid vendors by monitoring discount opportunities; verifying federal ID numbers; scheduling and preparing checks; resolving purchase order, contract, invoice, or payment discrepancies and documentation; insuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments.
  • Received and verified expense reports and requests for advances.
  • Processed monthly payroll using ADP.
  • Maintained accounting ledgers by verifying and posting account transactions.
  • Reported sales taxes by calculating requirements on paid invoices.
Personal Banker
  • Contributed to the achievement of the branch goals by opening new accounts for prospective and current consumer and business customers sourced from presentations, existing customer base, field sales, company-sponsored marketing programs, walk-in traffic to branch, and proactive telemarketing/canvassing activities.
  • Financial Advisor: Provided high-level relationship management to a portfolio of high net worth individuals for the purpose of retirement, tax, and comprehensive financial planning.
Education
MBA: Accounting/Finance January 2012 Keller Graduate School of Management Accounting/Finance
Bachelor of Science: International Business Grace College Winona Lake, IN International Business
Skills
account reconciliations, Accounting, accounts payable, Accounts Receivable, accruals, accrual, ADP, analyst, balance sheet, banking, billings, billing system, Budget, credit, clients, customer service, documentation, expense reports, Finance, Financial Advisor, financial planning, financial statements, general ledger, legal, managing, marketing, market, month end close, payables, payroll, personnel, presentations, processes, profit, recording, relationship management, reporting, sales, SAP, scheduling, spreadsheet, tax, taxes, telemarketing, phone
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Resume Overview

Companies Worked For:

  • Robert Half

School Attended

  • Keller Graduate School of Management
  • Grace College

Job Titles Held:

  • Senior Financial Analyst/Senior Accountant
  • Small Business Specialist
  • Staff Accountant
  • Personal Banker

Degrees

  • MBA : Accounting/Finance January 2012
    Bachelor of Science : International Business

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